Big Society Capital (BSC) today published their annual review for 2015. The review reveals an impressive and encouraging picture for the nascent social investment market. Market Growth At the end of 2015, the review outlines that social investment in the UK was worth over £1.5bn and is being used by over 3,000 charities and social […]
Why should advisers get involved with social impact investment, and how (Video by New Model Advisor) from Gavin Francis via Vimeo.
Social Investment Tax Relief (SITR) was introduced in July 2014 to help social enterprises raise funding by offering tax reliefs to investors. In this blog we’ll explain what’s happened with SITR so far and explore why we could now be on the threshold of SITR becoming much more widely used. Recap SITR is a government […]
Paradigm Norton (PN) and the Aspire Gloucestershire Bond – an end to end story of social investment advice in action with Lee Dunn. The opportunity Motivated by a social investment focused on an area close to their office in Bristol, and the fact that the product was applying for Social Investment Tax Relief, PN decided […]
In an effort to equip financial advisers to offer impact investment as an advice option, here are 4 tools Worthstone are already working on in this tax year.
Agenda: 09:15 – Registration and Coffee 09:30 – Welcome, Mark Boleat, Policy Chairman of the City of London Corporation 09:40 – What is Social Investment, how does it work, why are we talking to financial advisers, planners and wealth managers? Gavin Francis, founder of Worthstone 10:00 – 10:15 The FSA’s view on the advice process […]